WTFinance presented this Justin Huhn presentation in December 2025. Justin is the founder and publisher of Uranium Insider. During our conversation we spoke about the uranium market, fundamental risks, economics of nuclear and uranium mines, small modular reactors and more.
0:00 - Introduction
0:15 - Uranium market overview
7:15 - Fundamental risks
9:10 - Russia large exposure
11:30 - Economics of Uranium mines
21:23 - Fuel cost vs fossil fuels
22:38 - Uranium miners outperformance
28:55 - Modelling future demand
35:45 - Small Modular Reactors
37:14 - Uranium portfolios
42:11 - One message to takeaway?
Justin Huhn is a publisher and the founder of Uranium Insider Pro – the leading authority in Uranium market news and analysis of uranium sector equities. As a professional investor with a deep technical knowledge, he launched his newsletter ‘Uranium Insider Pro’ in August 2019 to help others identify the best publicly traded companies in the space and clearly define the new market opportunities within the energy sector.
As a recognized authority in the space, Justin’s commentary is frequently sought out by media outlets. He has previously been featured on Crux Investor, Smith Weekly, KITCO, Palisades Radio, Mining Stock Education, and Mining Stock Daily.
Justin is passionate about enlightening investors about the present opportunities and value offered by exposure to uranium/uranium equities within the energy sector and seeks to inform investors about those situations that offer the best risk:reward profile. Justin Huhn -
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